Morris Financial Concepts’s Home Depot HD Stock Holding History

Morris Financial Concepts’s Portfolio HD Stock Details HD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$459K	Hold	1,302	–	–	0.14%	85
2026 Q1	$428K	Buy	1,302 +380	+41%	+$138K	0.15%	81
2025 Q4	$317K	Hold	922	–	–	0.11%	96
2025 Q3	$374K	Hold	922	–	–	0.13%	87
2025 Q2	$338K	Sell	922 -819	-47%	-$296K	0.13%	91
2025 Q1	$638K	Sell	1,741 -7	-0.4%	-$2.73K	0.27%	60
2024 Q4	$680K	Buy	1,748 +182	+12%	+$74.4K	0.29%	50
2024 Q3	$635K	Buy	1,566 +31	+2%	+$11.3K	0.27%	53
2024 Q2	$528K	Hold	1,535	–	–	0.25%	54
2024 Q1	$589K	Sell	1,535 -9	-0.6%	-$3.29K	0.3%	46
2023 Q4	$535K	Sell	1,544 -3	-0.2%	-$929	0.31%	45
2023 Q3	$467K	Sell	1,547 -5	-0.3%	-$1.61K	0.31%	45
2023 Q2	$482K	Sell	1,552 -2	-0.1%	-$591	0.31%	46
2023 Q1	$459K	Hold	1,554	–	–	0.32%	45
2022 Q4	$491K	Hold	1,554	–	–	0.4%	46
2022 Q3	$429K	Hold	1,554	–	–	0.44%	34
2022 Q2	$426K	Sell	1,554 -2	-0.1%	-$590	0.41%	40
2022 Q1	$466K	Sell	1,556 -5	-0.3%	-$1.73K	0.39%	40
2021 Q4	$648K	Buy	+1,561	New	+$594K	0.54%	30

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morris Financial Concepts's HD Position: Q2 2026 in Review

Morris Financial Concepts held its Home Depot (HD) position steady in Q2 2026 at 1,302 shares worth $459K. The position accounts for 0.14% of the portfolio, ranked #85.

Morris Financial Concepts first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $680K in Q4 2024. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Morris Financial Concepts held 1,302 shares of Home Depot worth $459K as of Q2 2026.
Morris Financial Concepts left its Home Depot share count unchanged in Q2 2026.
Home Depot made up 0.14% of Morris Financial Concepts's portfolio in Q2 2026, its #85 holding.
Morris Financial Concepts first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
Morris Financial Concepts's Home Depot position peaked at $680K in Q4 2024.
4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.